Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Allspring Global Investments Allspring Special Mid Cap Value Inst in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $1.7M |
| 2 | COLUMBIA HELICOPTERS, INC. COLUMBIA HELICOPTERS, INC. 401(K) PLAN | PORTLAND OR | 480 | $89.0M | $1.6M |
| 3 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN |
NEW YORK NY |
| 271 |
| $156.5M |
| $1.2M |
| 4 | NGP MANAGEMENT, LLC NGP MANAGEMENT, LLC 401K PLAN | NORTH READING MA | 1,533 | $21.1M | $1.1M |
| 5 | DIVARIS REAL ESTATE, INC. DIVARIS REAL ESTATE, INC. 401(K) PLAN | VIRGINIA BEACH VA | 165 | $14.9M | $158K |
